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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
801
Lumature Wealth Partners
Georgia
$282K +$7.05K +47 +3%
KWM
802
KFG Wealth Management
Indiana
$281K +$265K +1,769 New
MG
803
Mather Group
Illinois
$281K +$266K +1,774 New
ISL
804
Ingalls & Snyder LLC
New York
$279K +$46K +307 +21%
AWE
805
Avidian Wealth Enterprises
Texas
$279K +$264K +1,760 New
T
806
TRUADVICE
Florida
$277K +$251K +1,673 New
PWM
807
Perigon Wealth Management
California
$276K -$1.05K -7 -0.4%
FWP
808
FAS Wealth Partners
Kansas
$274K +$10.9K +73 +4%
GCP
809
GSA Capital Partners
United Kingdom
$274K +$260K +1,734 New
PFO
810
Pathstone Family Office
New Jersey
$272K -$124K -824 -32%
HBWM
811
Hollow Brook Wealth Management
New York
$271K – – –
WJWM
812
Williams Jones Wealth Management
New York
$271K – – –
CP
813
Camelot Portfolios
Ohio
$269K -$10.6K -71 -4%
WKSWA
814
White Knight Strategic Wealth Advisors
New Jersey
$268K +$254K +1,694 New
FA
815
Faithward Advisors
Pennsylvania
$268K +$237K +1,581 New
IIA
816
Integral Investment Advisors
California
$268K +$6K +40 +2%
IFG
817
Independent Financial Group
California
$266K -$7.2K -48 -3%
NAM
818
NorthCrest Asset Manangement
Minnesota
$266K +$252K +1,680 New
SA
819
SL Advisors
New Jersey
$265K -$10.2K -68 -4%
IIM
820
InTrack Investment Management
Vermont
$265K +$255K +1,700 New
DWT
821
Dorsey & Whitney Trust
South Dakota
$264K +$18K +120 +8%
CCB
822
Country Club Bank
Missouri
$263K – – –
MMG
823
Monetary Management Group
Missouri
$261K -$30K -200 -11%
BC
824
Bartlett & Co
Ohio
$261K – – –
CGL
825
Clarius Group LLC
Washington
$261K +$5.85K +39 +2%
31 32
33
34 35